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Investment options to
help you work toward
ACHIEVING your goals

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Your long-term financial success depends on choices made today. One of the most important of those choices is deciding whom to trust with your financial future.

Gather information on investment services like financial tools, market summaries, video alerts, financial calculators, and more by clicking here.

As professional advisors, Investor Services at TruMark Financial offers personalized financial strategies based on your unique situation, current and future plans, and goals. Our strategies are designed to adapt to market changes and your personal circumstances.

Investment services are available to TruMark Financial members through Investor Services, offered through LPL Financial*. Our focus is on the following services and investments:

  • Financial planning
  • Retirement planning
    • Retirement plan rollover options
    • Retirement income planning
  • Wealth Transfer and legacy planning
  • Education planning
  • Account/portfolio reviews
  • Trust planning and services
  • Investment advisory accounts
  •  Stocks
  • Fixed income
  • Mutual funds
  •  Annuities
  • Structured products’
  •  Insurance
  • ETF and ETN
  • Alternative investments

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Complimentary Consultations
Retirement Planning
Resource Center
Meet Our Team

TruMark Financial Investor Services offers personalized service to help you work toward meeting all of your financial goals. An Investor Services representative will work with you to design an investment strategy and create a comprehensive financial plan. In developing your financial plan, we’ll take into account all of your personal circumstances and the life events that can trigger needs for increased cash flow or enhanced investment returns.

Schedule a complimentary consultation today

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The financial decisions that you make today have an impact on how secure you will be in retirement years. Retirees today lead healthier and more active lifestyles for longer periods. You need a financial plan that will assure you of the income you need to maintain your current lifestyle. An Investor Services representative will develop a financial plan based on your interest, concerns, and plans for the future.

Schedule a complimentary consultation today

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TruMark Financial’s Investor Services investment professionals can help navigate you through the increasingly volatile, complex, and unpredictable financial markets. Our trusted advisors can help you plan for the expected, and even for the unexpected, so you can feel confident in your investment strategy.

Investment Resources Center

In addition to the expertise of our financial advisors, you can take advantage of our Investment Resource Center to:

• View financial articles
• Access calculators
• Read timely newsletters
• Watch presentations

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Meet the TruMark Financial Consultants

Russell Hanscom, Vice President and Program Manager, TruMark Financial

Russell has been in the financial services industry for over 30 years. His background covers the corporate retirement plan market, the wholesale market and retail investments with various institutions.

Russell holds a Series 7 General Securities registration, Series 63 and 65 registrations, Series 24 General Securities Principal registration, Series 26 Investment Company Products/Variable Contracts Principal, and a 9/10 General Securities Sales Supervisor registration held through LPL Financial. Russell is licensed in Pennsylvania. Russell is an Accredited Wealth Management Advisor® through the College for Financial Planning®.


 

Maria Crane, Client Services Associate, TruMark Financial

Maria, Client Services Associate for TruMark Financial Investor Services, provides member service and support for the Investor Services Financial Consultants. She has over 20 years of experience in the financial services industry in areas such as operations, compliance and retirement planning. She has worked at the Federal Reserve Bank of Philadelphia, the Philadelphia Stock Exchange, Envision Wealth Advisors, LLC, and The Haverford Trust Company. Maria earned a Bachelor’s Degree in Economics from Ursinus College and an MBA from Drexel University. She has the Chartered Financial Consultant® designation, ChFC® from The American College. Through LPL Financial, she holds Life, Accident, and Health Insurance licenses as well as Series 7 General Securities registration, Series 63 and Series 65.

 


 

Charles McCue, Assistant Vice President, TruMark Financial

Charles is an Assistant Vice President for TruMark Financial Investor Services and Financial Consultant with LPL Financial. He assists TruMark Financial members with their investment and financial planning needs.

With over 25 years of experience in the financial services industry, Charles offers comprehensive knowledge of financial areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.

 


 

Steven Talley, Assistant Vice President, TruMark Financial

Steve is an Assistant Vice President for TruMark Financial Investor Services and a Financial Consultant with LPL Financial. Steve focuses on developing, implementing, and monitoring financial strategies. Through a holistic strategy-driven approach, Steve provides solutions designed to work toward meeting the needs of TruMark Financial members. With a strong desire to help members pursue their financial objectives, his goal is to provide sound guidance that is both easy to understand and implement. Steve provides a comprehensive view of financial topics such as wealth transfer, retirement planning, risk-managed investing, and education planning.


 

TJ Tuan Le, Assistant Vice President, TruMark Financial

TJ is an Assistant Vice President for Investor Services at TruMark Financial and Financial Consultant with LPL Financial. TJ focuses on developing, implementing, and monitoring financial strategies.

Through a solutions-based approach, TJ provides customized strategies designed to meet the needs of TruMark Financial members. Exceeding his clients’ expectations at every turn, his goal is to help you create wealth through planning. TJ provides a comprehensive view of financial areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.

 


 

Wolfgang Hein, Assistant Vice President, TruMark Financial

Wolfgang is an Assistant Vice President for TruMark Financial Investor Services and Financial
Consultant with LPL Financial.

With over 30 years of experience in the financial services industry, Wolfgang offers customized financial services to meet our members’ financial goals. He lends his experience regarding comprehensive financial applications in areas such as retirement planning, estate preservation, education planning, wealth transfers, 401(k)s and financial planning.

*Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. TruMark Financial Credit Union and TruMark Financial Investor Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: DE, NJ, NY, and PA.